FREEDOMWORKS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FREEDOMWORKS INC (EIN 52-1349353)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-12
IRS object ID
201211649349300001
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-12T00:12:52-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN582676261EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rogers & Company PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Boulevard Suite 600AddressLine1
CityViennaCity
StateVAState
ZIP Code22182ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521349353EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FreedomWorks IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFREENameControl
Phone2027833870Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 North Capitol Street NW No 765AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMatt KibbeName
TitlePresidentTitle
Phone2027833870Phone
Date Signed2012-06-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNicole M Simon CPAName
PTINP01315245PTIN
Phone7038930300Phone
Date Prepared2012-06-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMatt KibbeNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1400 North Capitol Street NW No 765AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10061232GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.freedomworks.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1984YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionFreedomWorks recruits, educates, trains and mobilizes grassroots activists to advance the ideas of lower taxes, less government and more freedom.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees72TotalNbrEmployees
Total Nbr Volunteers1500000TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9128652ContributionsGrantsPriorYear
Contributions Grants Current Year9991964ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year2459InvestmentIncomePriorYear
Investment Income Current Year155InvestmentIncomeCurrentYear
Other Revenue Prior Year119129OtherRevenuePriorYear
Other Revenue Current Year53663OtherRevenueCurrentYear
Total Revenue Prior Year9250240TotalRevenuePriorYear
Total Revenue Current Year10045782TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY900040GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1388722SalariesEtcPriorYear
Salaries Etc Current Year2230561SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year138494TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY66454TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year721802TotalFundrsngExpCurrentYear
Other Expense Prior Year6036778OtherExpensePriorYear
Other Expenses Current Year4466543OtherExpensesCurrentYear
Total Expenses Prior Year7563994TotalExpensesPriorYear
Total Expenses Current Year7663598TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1686246RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2382184RevenuesLessExpensesCY
Total Assets BOY3938063TotalAssetsBOY
Total Assets EOY7089540TotalAssetsEOY
Total Liabilities BOY417751TotalLiabilitiesBOY
Total Liabilities EOY1187944TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3520312NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5901596NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPublic policy, advocacy and educational organization that focuses on fiscal and economic issues.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1545651Expense
DescriptionPublic Affairs, Public Policy and Government Affairs: To include traditional media outreach, through TV and radio interviews, opinion editorials, and online/new media outreach through blogging, social networking, paid advertising, and development of activist networking platform. Track legislation on Capitol Hill, analyze bills and alert FreedomWorks members when issues of interest become relevant. Publish voting records of Congress on key votes.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense723449Expense
DescriptionStrategic Planning and Research: Strategic development, planning and research on various programs aimed at promoting consumer-focused economic policies in both domestic and international economic markets including, regulatory policy, fiscal policy, health care policy, tax policy and energy and environmental policies and other mission related issues.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1514575Expense
DescriptionPublic Education: Use of various media, including mail, email, imbedded programming and other means to advocate, promote, educate, train, equip and mobilize our members about limited government at the local, state and federal level.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseDescriptionDescriptionGrantsGrants
1487421Grassroots Mobilization: Training, equipping and mobilizing our members across the country to advocate for limited government at the local, state and federal level.
1075176Political Campaign Activities: Provide service center for grassroots activists to help elect limited government conservatives to elected office. Engages in campaigns in support of candidates who support a pro-freedom agenda.900000
FieldValueIRS element (for citing)
Total Of Other Program Service Exp2562597TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt900000TotalOfOtherProgramServiceGrnt
Total Program Service Expense6346272TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities1PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109661NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees72NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2027833870TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1Organizations addressAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Hon Richard K Armey
Chairman20.00XX3096963096960
Hon James H Burnley
Board Member1.00X000
Thomas Knudsen
Board Member1.00X000
Richard J Stephensen
Board Member1.00X000
Matt Kibbe
President & CEO18.00XX12290315642218608
Mary Albaugh
Board Member1.00X000
Judith Mulcahy
VP of Operations/Treasurer20.00X966229662214090
Wayne Brough
VP of Research/Secretary5.00X162981318627818
Adam Brandon
VP Communications27.00114420557597051X
Mary Byrne
VP of Membership/Marketing19.0066940754859618X
Max Pappas
VP of Public Policy21.0072578643629822X
Richard Walker
VP Political & Grassroots30.001091453446713592X
Dean Clancy
VP Healthcare Policy/Legis. Counsel13.006773013751311341X
Charles Page
Southeast Regional Director17.0046249613085538X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1022581TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1123496TotalReportableCompFrmRltdOrgs
Total Other Compensation97478TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Rebecca Hagelin Communications & Marketi
LLC4572 25th Rd NorthArlingtonVA22207Advertising services1172790
Stephen Clouse & Associates Inc
43538 Golden Meadow CircleAshburnVA20147Direct Mail & Marketing Services419900
Morgan Meredith & Associates
22780 Indian Creek Drive 100DullesVA20166Printing & Mailing of Direct Mail285862
Terra Eclipse Inc
9043 Soquel DrAptosCA95003Website Design283743
Direct Mail Marketing Group
22780 Indian Creek Drive 100DullesVA20166Mailing of Direct Mail219495
FieldValueIRS element (for citing)
Number Of Contractors GT100 K13NumberOfContractorsGT100K
All Other Contributions9991964AllOtherContributions
Noncash Contributions16350NoncashContributions
Total Contributions9991964TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column813TotalRevenueColumn
Exclusion$813ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column49489TotalRevenueColumn
Related Or Exempt Function Income49489RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities14792Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities15450Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-658Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-658TotalRevenueColumn
Exclusion-$658ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOther incomeDescription
Business Code900099BusinessCode
Total Revenue Column4174TotalRevenueColumn
Related Or Exempt Function Income4174RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue4174TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10045782TotalRevenueColumn
Related Or Exempt Function Income53663RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$155ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total900040Total
Program Services900040ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total975803Total
Program Services762606ProgramServices
Management And General97880ManagementAndGeneral
Fundraising115317Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total957770Total
Program Services695775ProgramServices
Management And General140724ManagementAndGeneral
Fundraising121271Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total31654Total
Program Services22971ProgramServices
Management And General4666ManagementAndGeneral
Fundraising4017Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total150114Total
Program Services108936ProgramServices
Management And General22127ManagementAndGeneral
Fundraising19051Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total115220Total
Program Services83614ProgramServices
Management And General16983ManagementAndGeneral
Fundraising14623Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total302856Total
Program Services278474ProgramServices
Management And General12956ManagementAndGeneral
Fundraising11426Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total165894Total
Program Services31891ProgramServices
Management And General134003ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total66454Total
Fundraising66454Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total238887Total
Program Services202330ProgramServices
Management And General3579ManagementAndGeneral
Fundraising32978Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total940162Total
Program Services927155ProgramServices
Management And General861ManagementAndGeneral
Fundraising12146Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1116904Total
Program Services849136ProgramServices
Management And General61552ManagementAndGeneral
Fundraising206216Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total504449Total
Program Services473484ProgramServices
Management And General19294ManagementAndGeneral
Fundraising11671Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total239222Total
Program Services167812ProgramServices
Management And General41035ManagementAndGeneral
Fundraising30375Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total470717Total
Program Services420808ProgramServices
Management And General2279ManagementAndGeneral
Fundraising47630Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total157356Total
Program Services123526ProgramServices
Management And General5108ManagementAndGeneral
Fundraising28722Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total127151Total
Program Services99152ProgramServices
Management And General15058ManagementAndGeneral
Fundraising12941Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total40228Total
Program Services28896ProgramServices
Management And General6094ManagementAndGeneral
Fundraising5238Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
Publication/production995588265416904
Dues & registrations4968030357166122711
Miscellaneous1347948658614
Prof. fundraising alloc051790-51790

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7663598Total
Program Services6346272ProgramServices
Management And General595524ManagementAndGeneral
Fundraising721802Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total1003178Total
Program Services722852ProgramServices
Management And General0ManagementAndGeneral
Fundraising280326Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1610063BOY
EOY4123668EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY861826BOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY41856BOY
EOY78000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY2804EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY349889BOY
EOY353084EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1843506LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec763162LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY548852BOY
EOY1080344EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8BOY
EOY5EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY525569BOY
EOY1451635EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3938063BOY
EOY7089540EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY334993BOY
EOY792607EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY82758BOY
EOY395337EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY417751BOY
EOY1187944EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3480312BOY
EOY5823596EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY40000BOY
EOY78000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3520312BOY
EOY5901596EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3938063BOY
EOY7089540EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses2382184ReconcilationRevenueExpenses
Reconcilation Other Changes-900ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures1075176PoliticalExpenditures
Amt Expended For527 Activities175176AmtExpendedFor527Activities
Amt Of Internal Funds Contributed900000AmtOfInternalFundsContributed
Total Exmpt Function Expenditures1075176TotalExmptFunctionExpenditures
Form1120 Pol Filed1Form1120PolFiled

Sec527 Pol Orgs Sec527PolOrgs

Name Of527 Organization NameOf527Organization

FieldValueIRS element (for citing)
Business Name Line1FreedomWorks for AmericaBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1400 North Capitol Street NW 765AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
EIN452737991EIN
Amt Pd From Internal Funds900000AmtPdFromInternalFunds
FieldValueIRS element (for citing)
Substantially All Dues Nondeduct1SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year0AgreeToCarryoverPriorYear

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOrganizations Direct and Indirect Political Campaign Activities:Identifier
Return ReferencePart I-A, Line 1:ReturnReference
ExplanationFreedomWorks sponsors political committees and a SuperPAC.Explanation

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis439008OtherCostOrOtherBasis
Depreciation47785Depreciation
Book Value391223BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1404498OtherCostOrOtherBasis
Depreciation715377Depreciation
Book Value689121BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1080344TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDue from related organizationsDescription
Book Value1451635BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets1451635TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Deferred rent$341,600
Capital lease$53,737
FieldValueIRS element (for citing)
Total Of Amounts395337TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDescription of Uncertain Tax Positions Under FIN 48:Identifier
Return ReferencePart X:ReturnReference
ExplanationFreedomWorks had no significant uncertain tax positions for the year ended December 31, 2011.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
Clearword Communication Group Inc
12841 Braemar Village Plaza 51BristowVA20136Direct Mail Creative Advice089506049179845881
Stephen Clouse & Associates Inc
43538 Golden Meadow CircleAshburnVA20147Creative Advice064508117275627806
FieldValueIRS element (for citing)
Total Gross Receipts1540141TotalGrossReceipts
Total Retained By Contractors66454TotalRetainedByContractors
Total Net To Organization1473687TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesARLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1FreedomWorks For America IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1400 N Capitol Street NW STE 765AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient452737991EINOfRecipient
IRC Section527IRCSection
Amount Of Cash Grant900000AmountOfCashGrant
Purpose Of GrantGeneral Support of the Organization's mission.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: FreedomWorks reviews expenses to ensure they are in line with the proposed budget.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Hon Richard K Armey
250000250000500005000096969696000030969630969600
Matt Kibbe
11783914997744056046245885502763973161402313109116684200
Judith Mulcahy
70955709552550025500167167300030004045404510366710366700
Wayne Brough
1613513054711089053425495400536529531715813882000
Adam Brandon
86841421752747013530109543506172712186001191445808600
Mary Byrne
66356748264705301141292726307417942024714608058300
Richard Walker
108248341847602401374345611440576918221194753772900
Dean Clancy
55740113170118802412011022317333518201040807147314511100

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1aReturnReference
ExplanationFirst-class Travel/Travel for companions: Richard Armey - pursuant to terms of contract, flies first-class for business trips and, at times, with companion. Social Club Dues: FreedomWorks pays for a social club for its President to conduct meetings and discuss business matters.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Dagny LLC
President's spouse is 100% owner30542Management consulting0
Theresa Kibbe
President's spouse36390Senior Advisor0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 6FreedomWorks has members, which are all in the same class.
Form 990, Part VI, Section A, line 7aAccording to FreedomWorks bylaws, one member of the Board of Trustees is to be elected by the members.
Form 990, Part VI, Section A, line 7bAll resolutions approved by the Board of Directors shall be submitted to the Board of Trustees for approval within forty eight hours of the close of the meeting at which such resolutions are adopted, and such resolution shall become effective when approved by a majority of the Board of Trustees. The initial Board of Trustees of the Corporation was comprised of three individuals designated by the Organization. The Board of Trustees shall thereafter be composed of at least three individuals. Vacancies, as they occur on the Board of Trustees by resignation, removal, death, incapacity, or the like of one or more of the members thereof, shall be filled by act of a majority of the remaining trustees, except that one member of the Board of Trustees shall be elected by the members.
Form 990, Part VI, Section B, line 11A copy of the 990 was provided to the senior staff, general counsel, and reviewed by all Board members before it was filed.
Form 990, Part VI, Section B, line 12cGovernance and Ethics Policy is signed annually by the Board of Directors and employees. FreedomWorks directors and employees shall disclose annually to the Secretary any direct conflict between their own individual interests and those of FreedomWorks. If such conflict does exist, the director or employee shall provide the Secretary written notice of such relationship and shall refrain from attempting to exert any influence on FreedomWorks until the matter has been reviewed and resolved.
Form 990, Part VI, Section B, line 15The process includes completion of an independent compensation study based on a compilation of competitive data representing similar organizations. This information is then presented to the compensation committee at a semi-annual Board meeting to discuss and vote on. This process includes compensation for the CEO and Chairman. The process for determining compensation of other officers or key employees of the organization is determined by the President.
Form 990, Part VI, Section C, line 18FreedomWorks makes its Form 1024 available upon request. FreedomWorks makes available a public disclosure copy of its Federal Form 990 upon request and is available on Guidestar.
Form 990, Part VI, Section C, line 19FreedomWorks makes its governing documents, certain policies (including conflict of interest policy) and financial statements available upon request based on discretion of management.
Form 990, Part XI, line 5:Net unrealized losses on investments: -900.Changes in Net Assets or Fund Balances:
Form 990, Part XII, Line 2C:FreedomWorks has an audit committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.
Form 990, Part VII, Section A, Column BHon. Richard K. Armey, Director, 20 hours per week Matt Kibbe, President & CEO, 22 hours per week Judith Mulcahy, VP of Operations/Treasurer, 20 hours per week Wayne Brough, VP of Research/Secretary, 35 hours per week Mary Byrne, VP of Membership/Marketing, 21 hours per week Max Pappas, VP of Public Policy, 19 hours per week Richard Walker, VP Political and Grassroots Campaigns, 10 hours per week Dean Clancy, VP of Healthcare Policy and Legislative Council, 27 hours per week Adam Brandon, VP Communications, 13 hours per week Charles Page, Southeast Regional Director, 23 hours per weekAverage Hours Per Week on Related Organization:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
FreedomWorks Foundation
400 North Capitol Street NW 765WashingtonDC20001521526916Research and education of consumer-focused economic policies.DC501(c)(3)7Freedomworks1
FreedomWorks PAC
400 North Capitol Street NW 765WashingtonDC20001522204395Political Action CommitteeVA527Freedomworks1
Oregon FreedomWorks PAC
400 North Capitol Street NW 765WashingtonDC20001931305086Dormant and dissolved as of 12/31/2011.OR527Freedomworks1
Taxpayer Defense Fund
400 North Capitol Street NW 765WashingtonDC20001412108993Dormant and dissolved as of 12/31/2011.OR527Freedomworks1
FreedomWorks Issues PAC
400 North Capitol Street NW 765WashingtonDC20001611422667DormantDC527Freedomworks1
The FreedomWorks Fund
400 North Capitol Street NW 765WashingtonDC20001201381918DormantDC527Freedomworks1
CSE FreedomWorks Inc
400 North Capitol Street NW 765WashingtonDC20001521720193DormantDC501(c)(4)Freedomworks1
League of Freedom Voters
400 North Capitol Street NW 765WashingtonDC20001521349353DormantDC527Freedomworks1
FreedomWorks for America
400 North Capitol Street NW 765WashingtonDC20001452737991Political Action CommitteeDC527Freedomworks1

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Citizens for a Sound Economy IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1400 North Capitol Street NW 765AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
EIN202810833EIN
Primary ActivityDormantPrimaryActivity
Legal Domicile StateDCLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FreedomworksBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Percentage Ownership1.00000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
FreedomWorks Foundation
K743995Tracked directly
FreedomWorks Foundation
M340257Allocated based on space used
FreedomWorks Foundation
N1921007Allocated based on employee time
FreedomWorks Foundation
O200000Tracked directly
FreedomWorks Foundation
P4586000Tracked directly
Oregon FreedomWorks PAC
Q1989Tracked directly
Taxpayer Defense Fund
R1774Tracked directly
FreedomWorks Issues PAC
R11421Tracked directly
FreedomWorks for America
B900000Tracked directly
FreedomWorks for America
O58328Tracked directly

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